Allianz has announced the launch of the Smart Broker Brief alongside enhancements to its QuoteSME platform, reflecting an expansion of digital tools designed to support brokers.
The Smart Broker Brief provides brokers with access to detailed insights that can improve client engagement. Using more than 40 data points from internal and external sources, the tool reduces preparation time and highlights potential risks such as underinsurance. According to Allianz, the resource encourages more confident and data-driven conversations between brokers and their clients.
The Smart Broker Brief offers four primary functions: efficient preparation through access to tailored insights, risk identification, guidance on risk management, and the ability to conduct conversations with greater confidence. Initially, the tool is available for packaged policy quotes and renewals sent via email, with a wider release planned to extend access at the point of quote for all customers.
In addition to the Smart Broker Brief, Allianz has rolled out updates to its QuoteSME platform, which provides digital quote-and-buy services for small and medium-sized enterprises. These updates were informed by broker feedback and are intended to simplify processes and improve usability.
Among the key changes is a new smart search bar designed for quicker lookups. A redesigned interface aims to create a clearer, modern user experience. The mini fleet workflow has been restructured to allow bulk vehicle entries and streamlined viewing. Another significant development is the sums insured confirmation page, which compares estimated rebuild values with typical ranges. This feature flags possible underinsurance earlier in the process, complementing the objectives of the Smart Broker Brief.
Both developments are currently available, with Allianz noting their importance in helping brokers reduce time spent on administrative preparation and focus more on client support. The alignment of the Smart Broker Brief and QuoteSME platform updates is intended to address one of the recurring challenges in the sector: ensuring risks, particularly underinsurance, are identified and managed at an early stage.
“At Allianz, we are constantly listening and acting upon broker feedback to make digital trading as easy as possible for our partners and clients,” said Alex Ktenidis, head of digital trading and ALP at Allianz UK.
Together, these initiatives mark a shift in the resources available to brokers operating within Allianz’s digital trading platform.
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